Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…
Paul J Da Costa Asked: “How do you add a new name to the column and to the tag list? I want to add a saved list that says ‘Not Interested.’ I can’t figure out how to make a tag and column and be able…
Selecting a Winner for the Giveaway Funnel Susan Thomas Asked: “How do we know who wins from the giveaway funnel? Is the winner generated through the system?” The Answer: The system does not automatically generate a winner for your giveaway funnel—you get to pick the…
Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Mitch Ashburn Asked: “I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?” The Answer: Setting up a campaign in drip…
Keith Cobb Asked: “Is a Privacy Policy needed for a Facebook lead form?” The Answer: Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their…
Charmagne Preston Asked: “Is there a way to get paid for referring Agent CRM to people?” The Answer: Absolutely! Agent CRM offers an affiliate program that allows you to earn commissions for referring new users. Here’s how to get started: Step 1: Sign Up for…
Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…